Saundra
Gibson Genoni
Steel Tower Investments
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About this Advisor
Saundra Gibson Genoni is a financial advisor based in Malvern, Pennsylvania, working with Steel Tower Investments. Saundra has previously held positions at Credit Suisse Lending LLC, Credit Suisse Securities (USA) LLC, Wells Fargo Clearing Services, LLC, Steel Tower Investments, Wells Fargo Advisors, LLC, Triad Advisors, Triad Hybrid Solutions, and Wick Capital Partners, LLC. Saundra has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Saundra is part of Steel Tower Investments, which operates out of Malvern, Pennsylvania. The firm has 1 office and 5 employees. The firm manages assets totaling $115.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Steel Tower Investments includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Steel Tower Investments Brokerage Details
$115,616,237
5
122
$947,674
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Saundra Gibson Genoni Work History
Steel Tower Investments
Wick Capital Partners, LLC
Triad Advisors
Triad Hybrid Solutions
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Credit Suisse Lending LLC
Credit Suisse Lending LLC
Credit Suisse Securities (Usa) LLC
Disclosures
Please visit the SEC profile of Saundra Gibson Genoni to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Steel Tower Investments
Pittsburgh, PA
Pittsburgh, PA
Malvern, PA
Pittsburgh, PA
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